Overview
You can import, export, create, edit, or delete unbilled charges, such as time entries, fixed fees, and expenses that are associated to a matter easily in ZenCase.
How To Start A Timer (Time Entry)
You can start a timer to track your time you spent working on a particular matter.
Click the "+" icon from the top navigation bar
Click "Time Entry"
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Billable (Required)
Select Client (Required)
Select Matter (Required)
Click "Start Timer" at bottom of window
The timer will start running and will be moved to a right sidebar panel that opens up. You can view all your currently running timers from the right panel under the stopwatch icon.
Timers can only be run one at a time. If you start a currently paused timer, any running timer will be paused so the timer can start for another time entry.
Click the four arrows pointing outwards icon to "pop out" the timer which you can view and drag around on the screen. You can drag, minimize, or maximize this timer as needed. When you want to "pop in" the timer back into the right panel, click on the four arrows pointing inwards icon.
How To Add Time Entries
You can add time entries from the Quick Add "+" icon from the top bar navigation.
Click the "+" icon from the top navigation bar
Click "Time Entry"
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Billable (Required - Yes or No)
Select Client (Required)
Select Matter (Required)
Select Task
Enter Description
Enter Hours (Required)
Enter Adjusted Hours (Required - auto populated when you enter Hours)
Enter Rate (Required - auto populated from rate assignment if available)
Click "Save"
Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new time entry added to the table list.
How To Add Fixed Fees
You can add fixed fees from the Quick Add "+" icon from the top bar navigation.
Click the "+" icon from the top navigation bar
Click "Fixed Fee"
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Client (Required)
Select Matter (Required)
Select Task
Enter Description
Enter Amount
Click "Save"
Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new fixed fee added to the table list.
How To Add Expenses
You can add expenses from the Quick Add "+" icon from the top bar navigation.
Click the "+" icon from the top navigation bar
Click "Expense"
Select the Member (Required - auto populated as the currently logged in user)
Select Bill Type (Required)
Fixed Rate - You can enter amount only
Quantity Rate - You can enter quantity and rate which will calculate amount
Enter Date (Required)
Select Client (Required)
Select Matter (Required)
Select Vendor (Required)
Enter Vendor Invoice Number
Enter Description
Enter Date (Required)
Enter Quantity (For Quantity Rate)
Enter Rate (For Quantity Rate)
Enter Amount (For Fixed Rate)
Upload Attachments as needed
Click "Save"
Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new expense added to the table list.
You can also view all of your charges from:
Time & Expenses page
Client > Charges tab
Matter > Charges tab
Member > Charges tab
If you have any questions, please feel free to contact us.